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Nippon India Aggressive Hybrid Fund - Growth Plan is a hybrid scheme managed by Nippon India Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 16.50%, with the bottom and top quartiles at 14.89% and 18.32% respectively. It has ranked in the top half of its category for 6 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.10% on assets of ₹3,958Cr. The fund is currently managed by Sushil Budhia, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 72% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC Bank Limited | Financial Services | 4.82% |
| ICICI Bank Limited | Financial Services | 4.10% |
| Bharti Airtel Limited | Communication Services | 3.72% |
| Larsen & Toubro Limited | Industrials | 3.60% |
| Axis Bank Limited | Financial Services | 2.99% |
| Reliance Industries Limited | Energy | 2.91% |
| NTPC Limited | Utilities | 2.82% |
| State Bank of India | Financial Services | 1.97% |
| Mahindra & Mahindra Limited | Consumer Cyclical | 1.89% |
| Bajaj Finance Limited | Financial Services | 1.89% |
| Jindal Steel Limited | Basic Materials | 1.70% |
| Sun Pharmaceutical Industries Limited | Healthcare | 1.46% |
| TVS Motor Company Limited | Consumer Cyclical | 1.46% |
| Infosys Limited | Technology | 1.43% |
| Cube Highways Trust-InvIT Fund | Transport Infrastructure | 1.42% |
| SBI Life Insurance Company Limited | Financial Services | 1.38% |
| Tata Steel Limited | Basic Materials | 1.37% |
| Lupin Limited | Healthcare | 1.37% |
| 7.1% Government of India | SOVEREIGN | 1.27% |
| Eternal Limited | Consumer Cyclical | 1.17% |
| Siemens Energy India Limited | Utilities | 1.12% |
| Hindustan Unilever Limited | Consumer Defensive | 1.11% |
| Hindustan Aeronautics Limited | Industrials | 1.10% |
| L&T Finance Limited | Financial Services | 1.07% |
| UTI Asset Management Company Limited | Financial Services | 1.06% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 6 | 15.23% |
| SOVEREIGN | 10 | 4.67% |
| Power | 5 | 4.30% |
| Retailing | 8 | 4.28% |
| IT - Software | 6 | 4.02% |
| Telecom - Services | 1 | 3.72% |
| Construction | 1 | 3.60% |
| Finance | 4 | 3.59% |
| Automobiles | 2 | 3.35% |
| Petroleum Products | 2 | 3.14% |
| Ferrous Metals | 2 | 3.07% |
| Realty | 4 | 2.88% |
| Pharmaceuticals & Biotechnology | 2 | 2.83% |
| Electrical Equipment | 3 | 2.16% |
| Consumer Durables | 4 | 2.02% |
| CRISIL AA | 3 | 1.93% |
| Transport Infrastructure | 2 | 1.91% |
| Beverages | 3 | 1.89% |
| Capital Markets | 3 | 1.80% |
| Healthcare Services | 3 | 1.78% |
| Insurance | 2 | 1.75% |
| CARE AAA | 3 | 1.60% |
| Diversified FMCG | 2 | 1.43% |
| Auto Components | 2 | 1.34% |
| Industrial Products | 2 | 1.31% |
| Transport Services | 2 | 1.30% |
| Aerospace & Defense | 1 | 1.10% |
| ICRA AA | 2 | 0.89% |
| Agricultural, Commercial & Construction Vehicles | 1 | 0.88% |
| CRISIL AAA(CE) | 1 | 0.86% |
| CRISIL AA+ | 1 | 0.78% |
| Consumable Fuels | 1 | 0.76% |
| FITCH AA(CE) | 2 | 0.76% |
| Financial Technology (Fintech) | 1 | 0.69% |
| Industrial Manufacturing | 1 | 0.67% |
| CRISIL AAA | 3 | 0.63% |
| CARE A+ | 1 | 0.62% |
| CARE AA+ | 1 | 0.62% |
| CRISIL A1+ | 1 | 0.62% |
| ICRA AA- | 1 | 0.62% |
| CARE AA- | 1 | 0.51% |
| CRISIL AA- | 1 | 0.51% |
| IT - Services | 2 | 0.39% |
| CARE AA | 1 | 0.37% |
| Cement & Cement Products | 2 | 0.36% |
| ICRA AA+ | 1 | 0.31% |
| Food Products | 1 | 0.27% |
| Leisure Services | 1 | 0.10% |
| CARE A1+ | 1 | 0.02% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -2.22% | 5.59% | 13.90% | 27.80% | 57.75% | 97.4% |
| 3Y | 11.31% | 14.89% | 16.51% | 18.32% | 23.88% | 100.0% |
| 5Y | 11.02% | 13.37% | 17.02% | 19.16% | 21.40% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 30.7% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
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